“…eligibility provision… if you work 30 hours a week… aligns with the stop loss… otherwise the plan sponsor is on the hook.”
FP
Frank Panaccio
Relentless Health Value ·
“Pick a broker or EBC who also has aligned interests with you, the plan sponsor.”
Frank Panaccio · Relentless Health Value · EP533: Level Funding Is Self-funding: 5 Avoidable Contract Risks, With Frank Pennachio
Play from 31:17
31:17
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What was described
Suggest selecting a broker/EBC whose financial interests are aligned with the plan sponsor
Said nearby on the same subject
“Most accounts suggest emergency medicine spend ... is really only somewhere between two and four percent ... now up to six percent on average for plan sponsors”
CK
Chris Klomp Collective Medical
Relentless Health Value ·
“…sometimes you have these pre-packed plans … a sponsor essentially before you file the Chapter 11…”
♫
Said on Bloomberg Law
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
CS
Chris Smith’s firm
Financial Advisor Success ·
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